Boeing’s third-quarter 2026 earnings call drew attention not only to the company’s financial outlook but also to a production problem with direct implications for that outlook. CEO Kelly Ortberg said Boeing would fall short of its full-year target of 500 737 MAX deliveries and that stabilizing single-aisle production at 47 aircraft per month was taking longer than anticipated. Leeham News and Analysis, in an October 30 article, argues that the difficult week may also warrant some credit for management’s approach to the production challenge.
The central tension is between the commercial and…